Rollover IRAs can be a good way to keep your client's money working while also postponing taxes. Over time, this strategy can significantly increase the value of the investment.
 
 
    Hypothetical value of $10,000 invested in large company stocks. Assumes a 27% marginal tax rate. Estimates are not guaranteed. This graph is for illustrative purposes only and is not indicative of past or future performance of any particular investment. It does not assume taxes, nor possible penalties that would apply to the tax-deferred investment upon early withdrawal. Actual returns and principal value will fluctuate.  
     
   Download a copy of this presentation:

 

 

FOR ADVISOR USE ONLY - NOT FOR PUBLIC DISTRIBUTION